Underwriter, Voluntary Benefits - 55-2011-VB

Department: Voluntary Benefits
Status: Full-time, Exempt

BRIEF DESCRIPTION:

The primary role of the Voluntary Benefits Underwriter is to support Producers, Client Teams, and Clients by providing analysis and evaluation of products and carriers to support overall business objectives.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following:

• Determine financial viability of client opportunities through evaluation of key data elements
• Analyze existing benefit offerings and employee demographics to determine best voluntary benefit strategy
• Contact carriers to obtain plan information, rates, and underwriting policies
• Examine documents and create carrier and product comparisons
• Manage clients’ benefits marketing process: data acquisition, RFP preparation, vendor question resolution, proposal review and analysis, exhibits, and client presentation preparation
• Research and remain updated on voluntary benefit products and legislation
• Perform competitive analysis within Voluntary Benefits vendors in order to support client needs and preferences
• Maintain strong relationships with carrier contacts
• Negotiate underwriting concessions
• Manage renewal validation, analysis and negotiation
• Attend client meetings and provide product support
• Answer client and internal questions regarding product provisions and rules
• Review communications to ensure accuracy
• Update and manage commission information

• Assist with various tasks when needed, including but not limited to: driving communication strategy and determining appropriate billing process.
• Document and organize file activity

REQUIRED EDUCATION AND EXPERIENCE:

• Bachelor’s Degree highly preferred
• Life, Health & Accident license desired; must pass and maintain license upon hire

• Underwriting experience in Benefits Brokerage/Consulting/Insurance and Voluntary Benefits industry preferred.

KNOWLEDGE, SKILLS AND ABILITIES:

• Strong organizational, analytical skills and attention to detail;
• Excellent troubleshooting, decision making and problem solving skills;
• Solid interpersonal, verbal and written communication skills;
• Strong teamwork skills combined with the ability to work independently with minimal supervision;
• Ability to multitask and successfully operate in a fast-paced work environment;
• Ability to prioritize projects and meet deadlines;
• Ability to follow through on and successfully execute tasks while adhering to specified quality standards;
• Demonstrated ability to provide superior customer service and maintain positive relationships with client contacts;
• Proficiency in Microsoft Office Suite, including MS Word , Excel and PowerPoint;
• Proficiency in use of PC such as keyboard skills and electronic folder/file organization and management;
• Strong self starter and fast learner including aptitude for learning internal systems, applications and internal work flow of the department;
• Must be able to effectively interact and deal with people at all levels inside and outside of the company.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is:
• Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms;
• Occasionally required to stand and walk;
• Extensive use of computer and keyboard and viewing of computer screen is required;
• Specific vision abilities required by this job include vision, and ability to adjust focus.
• Other working conditions are normal for an office environment.

WORK LOCATION AND HOURS:

• Work is typically performed either on site at Trion’s office, or at various customer/Trion locations as required.

• Must be able to work overtime during peak periods.

 

TO APPLY

If you are interested in applying for this position, please send your resume, along with salary requirements to careers[at]trion.com.